'Sometimes, the worst financial coaches are financial advisers'

Speaking in a panel session at the Chartered Institute for Securities and Investments (CISI) Financial Planning Conference 2024 hosted by Strategic Wealth Partners managing director and Chartered financial planner Amyr Rocha Lima, Wise Monkey Financial Coaching founder Simonne Gnessen and Octopus Money had of adviser distribution Julie Greenwood spoke on the differentials between financial advice and financial coaching. Greenwood argued that sometimes, the worst financial coaches are financial advisers. "Because of the heavy regulation that they are used to, they don't realise that th...